Account Coordinator

MORETON & COMPANY•Meridian, ID

1d•Onsite

About The Position

Work directly with the Account Manager and Producer to provide assistance with employee benefit client renewals, market bid requests, Excel spreadsheets, commission letters, BOR/BAA requests, request and compile schedule A’s for 5500 filing, document scanning and filing, agency management system updates, and contract coordination.

Requirements

Must currently hold appropriate state Life and Health Producer license; or must obtain within three months from date of hire and maintain license by meeting the continuing education requirements
Remain informed of new, updated industry information as well as new product information from the carriers
Task oriented, excellent organizational skills, ability to prioritize workload, strong attention to detail
Excellent time management skills
Excellent problem solving and negotiating skills
High level of computer literacy including a working knowledge of Windows and Office 365
Advanced Excel skills: spreadsheets, formulas, graphs, charts, pivot tables, and knowledge of macros preferred
Intermediate skill level in Word, Excel and Power Point
Excellent communication skills (written and verbal)

Responsibilities

Assist the Account Manager in the marketing and processing of new and renewal accounts obtained by the Sales Executive or by expansion of existing accounts
Assist the Account Manager in preparing all market bids to the carriers and assist in the preparation of spreadsheets once received
Assist the Account Manager in analyze market proposals received from the carrier(s) to determine benefits, premium rates and competitiveness
Assist the Account Manager in creating, modify, finalize, and maintain client carrier spreadsheets in accordance with internal processes at renewal and throughout the policy period
Maintain professional standards in conduct with carriers, clients, and other Moreton employees
Develop and maintain excellent working relationships with carriers, clients, and fellow co-workers
Consistently develop a working knowledge of the Benefit Department job functions and all other aspects of the department
Ability and knowledge to provide back-up and perform the specific duties of an Account Manager, in addition to other job functions within the Department, when required
Pursue a program for personal and professional development which includes CEBS or AHIP Designations
Other duties as assigned